Northwestern Mutual Wealth Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $96.5K | Sell |
1,619
-70
| -4% | -$4.88K | ﹤0.01% | 2188 |
|
|
2025
Q4 | $146K | Sell |
1,689
-345
| -17% | -$30.5K | ﹤0.01% | 1989 |
|
|
2025
Q3 | $175K | Sell |
2,034
-27
| -1% | -$2.03K | ﹤0.01% | 1855 |
|
|
2025
Q2 | $141K | Sell |
2,061
-358
| -15% | -$24.6K | ﹤0.01% | 1884 |
|
|
2025
Q1 | $184K | Sell |
2,419
-10
| -0.4% | -$944 | ﹤0.01% | 1701 |
|
|
2024
Q4 | $266K | Buy |
2,429
+18
| +0.7% | +$1.66K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $191K | Sell |
2,411
-67
| -3% | -$5.03K | ﹤0.01% | 1637 |
|
|
2024
Q2 | $181K | Buy |
2,478
+2,054
| +484% | +$162K | ﹤0.01% | 1599 |
|
|
2024
Q1 | $36K | Sell |
424
-28
| -6% | -$2.52K | ﹤0.01% | 2203 |
|
|
2023
Q4 | $45.9K | Buy |
452
+447
| +8,940% | +$43.1K | ﹤0.01% | 2089 |
|
|
2023
Q3 | $507 | Sell |
5
-115
| -96% | -$12K | ﹤0.01% | 3119 |
|
|
2023
Q2 | $12.2K | Buy |
120
+103
| +606% | +$9.9K | ﹤0.01% | 2501 |
|
|
2023
Q1 | $1.74K | Sell |
17
-14
| -45% | -$1.27K | ﹤0.01% | 2948 |
|
|
2022
Q4 | $2.6K | Buy |
31
+26
| +520% | +$2.02K | ﹤0.01% | 2899 |
|
|
2022
Q3 | $0 | Sell |
5
-60
| -92% | -$4.1K | ﹤0.01% | 3430 |
|
|
2022
Q2 | $4K | Sell |
65
-318
| -83% | -$26.5K | ﹤0.01% | 2800 |
|
|
2022
Q1 | $46K | Buy |
383
+378
| +7,560% | +$41.8K | ﹤0.01% | 1986 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 3075 |
|
|
2021
Q3 | $1K | Buy |
+5
| New | +$677 | ﹤0.01% | 2960 |
|
|
2020
Q3 | – | Sell |
-269
| Closed | -$14K | – | 2696 |
|
|
2020
Q2 | $14K | Buy |
+269
| New | +$11K | ﹤0.01% | 1815 |
|
|
2020
Q1 | – | Sell |
-450
| Closed | -$19K | – | 2774 |
|
|
2019
Q4 | $19K | Hold |
450
| – | – | ﹤0.01% | 1758 |
|
|
2019
Q3 | $20K | Hold |
450
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q2 | $26K | Hold |
450
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q1 | $23K | Buy |
+450
| New | +$19.8K | ﹤0.01% | 1667 |
|
|
2015
Q4 | – | Sell |
-275
| Closed | -$4K | – | 1870 |
|
|
2015
Q3 | $4K | Buy |
+275
| New | +$3.98K | ﹤0.01% | 1324 |
|
Other funds holding WK
VPM
EC
JCAM
VCM
EDRH